Davene CognardCRD Number: 5281201
Current Firm: U.s. Bancorp Investments, Inc.
Davene Cognard (CRD# 5281201) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Palm Springs, CA and has over 9 years of experience in the finance industry.
Centaurus Financial, Inc.
Balboa Wealth Partners, Inc.
Flc Capital Advisors
|U.s. Bancorp Investments, Inc.||Palm Springs, CA||Jun 2015 - Current||2|
|J.p. Morgan Securities LLC||Yucca Valley, CA||Oct 2012 - Jun 2015||2|
|Wm Financial Services||Palm Desert, CA||Jan 2007 - Jun 2015||8|
|Chase Investment Services Corp.||Palm Desert, CA||May 2009 - Oct 2012||3|
|Western Coffee Pot Cafe||Landers, CA||Sep 2006 - Jan 2007||< 1|
|Kfc||Yucca Valley, CA||Sep 2002 - Sep 2006||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2007|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management5,065MILLIONS
Total Number of Accounts24,670ACCOUNTS
Average Account Value$205,313
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV